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AGENDA
Subject to change.
WEDNESDAY, AUGUST 13, 2008
| 11:00
a.m. |
Registration |
| 1:00
p.m. |
Welcome from
Committee Chair
Jody L. Dietel, CFCI
(Creative Benefits, Inc.)
|
| 1:15
p.m. |
TPA Liability
Darcy Hitesman, Esq. & Andy Hayne,
Esq.
2 CE Credits
|
| 3:30
p.m. |
Refreshment Break
|
| 3:45
p.m. |
Legislative and
Regulatory Update: Future Compliance is not Monkey Business
John Hickman, Esq., CFCI &
Ashley Gillihan, Esq.
(Alston & Bird, LLP)2 CE Credits
|
| 5:30
p.m. |
Reception |
THURSDAY, AUGUST 14, 2008
| 7:00
a.m. |
Continental Breakfast |
| |
Fundamental 8 |
Survival
Techniques |
Technology
Showcase |
| 8:00
a.m. |
Legal
Requirements
Cindy Davis, Esq.
(McGrann Shea Anderson Carnival Straughn & Lamb)
1 CE Credit
|
Designing
Account-Based Health Plans with Carrots and Sticks: Encouraging
Wellness with HRAs and HSAs
J. Scott Sims, J.D., L.L.M
(Hewitt)
1 CE Credit
|
Administrative Software: Keeping Pace with New Regulations and
New Ideas
John Robbins, Sr., CFCI &
John Robbins, Jr. (Datapath)
Jeff Hancock &
Greg Comstock (Relay
Health)
2 CE Credits |
| 9:00
a.m. |
Documentation
and Filing
Jan LeTourneau, CFCI (MHM
Resources LLC)1 CE Credit |
Top 5 Secrets
You Need to be a Success
Habeeb Habeeb, CFCI
(Benefit Planning Consultants, Inc.)
Dan Pitts (MHM Resources
LLC)
|
| 10:00
a.m. |
Refreshment Break
|
| 10:15
a.m. |
Plan
Discrimination
Sandy Gleason, CFCI
(MHM Resources LLC)
1 CE Credit
|
Individual
Premium Accounts/HRAs: Cutting Edge Survival with New Twists on
Old Practices
John Hickman, Esq. (Alston
& Bird LLP)
Bill Sweetnam, Esq. (Groom
Law Group)
|
The Reality of
IIAS
Joan Christensen (FDR)
Greg Licata (Metavante)
|
| 11:15
a.m. |
Flexible
Spending Accounts
Susan Sieger, CFCI
(Benefits Design Group, Inc.)
1 CE Credit
|
| 12:15
p.m. |
Luncheon
|
| 1:30
p.m. |
Claims
Management and Payment Cards
Teresa Olesewski, CFCI
(Employee Benefits Corporation)
1 CE Credit
|
How to Value
your Business
Rock Hall, CFCI (Creative
Benefits, Inc.)
Amit Ahluwalia, CFCI (MHM
Resources LLC) |
Participant Education-Getting help from your vendors
Anne Carpenter (Evolution
Benefits)
Dennis Triplett (UMB)
Barbara Else
(First Data)
Kim Kaczmarek, CFCI
(TSYS) |
| 2:30
p.m. |
HIPAA/COBRA
Connie Gilchrest, CFCI
(Infinisource, Inc.)
1 CE Credit |
New Disclosure
and Reporting Requirements: Schedule C, Interchange, Sweep
Interest
Ashley Gillihan, Esq. (Alston & Bird LLP)
Dan Brandenburg, Esq. (Sanders, Schnable &
Brandenburg P.C.)
|
| 3:30
p.m. |
Refreshment Break |
| 3:45
p.m. |
Consumer Driven
Healthcare (HRAs and HSAs)
Kathy Bakich, Esq. (The
Segal Co.)
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Advanced Discrimination Planning: The Really Difficult Design
Issues
Robert Richter (SunGard Relius)
Mark Stember, Esq. (Kilpatrick
Stockton, LLP) |
Multiple Purse Cards/No Receipts. Is it Possible?
Matt Dallahan (Evolution
Benefits)
Robyn Bartlett-Andersen (FirstData)
Greg Licata (Metavante)
Mark O’Leary (TSYS)
|
| 4:45
p.m. |
Transit &
Parking Accounts
Dan Corbett (Wageworks)
1 CE Credit
|
| 6:00
p.m. |
Reception followed by Survivor Night Activities |
FRIDAY, AUGUST 15, 2008
| 7:30
a.m. |
Continental
Breakfast
|
| 8:30
a.m. |
Updates from the
Treasury, IRS and DOL
2 CE Credits
|
| 10:30
a.m. |
Refreshment Break
|
| 10:45
a.m. |
Putting it all
together: Technical Advisory Committee
John Hickman, Esq., CFCI,
Chairman TAC
1.5 CE Credits
|
| 12:00
p.m. |
Conclude |
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